Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Etfs Gold Tr (SGOL)

476 + Investors. Track Smart Money conviction in SGOL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
8Q ▲
Buyers last Q
47%

Smart Money Signals — SGOL

Based on 485 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
485 hedge funds hold SGOL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+116 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

199 buying228 selling
Last quarter: 228 funds reduced or exited vs 199 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 45 → 89 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 21% medium ■ 30% new
240 out of 485 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

57 → 46 → 45 → 89 → 70 new funds/Q
New funds entering each quarter: 46 → 45 → 89 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 53% veterans vs 33% newcomers

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Entry-cohort mix of 493 holders: 261 (53%) are 2+ year veterans, 67 entered 1–2 years ago, and 165 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
23 of 485 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SGOL

In 2026 Q1, 199 hedge funds were net buyers of SGOL (70 opened a new position, 129 added to an existing one), while 228 reduced or exited (182 trimmed, 46 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in SGOL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 485.

Hedge Fund Ownership: SGOL

How many hedge funds hold SGOL — quarterly history vs. share price
Quarterly hedge fund ownership of SGOL vs. share price

Market Analysis: SGOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGOL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Etfs Gold Tr (SGOL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SGOL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SGOL
-7.7%
SPY
+15.9%

SGOL outperformed SPY by -23.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SGOL
-4.8%
SPY
+2.0%

Since the filing became public, SGOL outperformed SPY by -6.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 16 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SGOL
476 + Investors

Track Smart Money conviction in SGOL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 476 461 3.25%
13F Shares 57M 63M -8.96%
Total Value $2.49B $2.57B -2.96%
New Positions 67 89 -22
Increased Positions 125 129 -4
Closed Positions 52 20 +32
Reduced Positions 178 141 +37
Total Calls 5 4 25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: SGOL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

476 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGOL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SGOL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fulcrum Wealth Advisors, LLC 11.11% 300,863 $13.4M
2 Guardian Point Capital, LP 11.03% 600,000 $26.8M
3 Mountain Lake Investment Management LLC 9.37% 324,918 $14.5M
4 MRWM Advisors, LLC 7.94% 328,297 $14.6M
5 Global View Capital Management LLC 7.81% 659,552 $29.4M
6 Luminist Capital LLC 7.56% 127,449 $5.7M
7 Almanack Investment Partners, LLC. 7.51% 997,108 $44.5M
8 Metis Global Partners, LLC 7.22% 6,590,713 $294.1M
9 Ameliora Wealth Management Ltd. 6.70% 471,014 $21.0M
10 WT Wealth Management 5.66% 426,633 $19.0M
11 Towneley Capital Management, Inc / DE 4.65% 497,813 $22.2M
12 Norris Financial Group, LLC 4.46% 306,385 $13.7M
13 Terra Nova Asset Management LLC 4.32% 130,834 $5.8M
14 Clear Retirement Advice LLC 4.26% 121,677 $5.4M
15 Eurizon Asset Management Hungary Ltd. 4.11% 85,750 $3.8M
16 Encompass More Asset Management 3.79% 506,872 $22.6M
17 Ervin Investment Management, LLC 3.77% 144,420 $6.4M
18 Ethos Financial Group, LLC 3.34% 1,024,396 $45.7M
19 Cypress Capital, LLC 3.30% 260,344 $11.6M
20 Atlatl Advisers LLC 3.17% 95,737 $4.3M
21 Newman Dignan & Sheerar, Inc. 3.11% 330,772 $14.8M
22 Timber Creek Capital Management LLC 2.84% 262,701 $11.7M
23 Garrison Bradford & Associates Inc 2.72% 53,840 $2.4M
24 Capital Management Associates, Inc 2.65% 262,533 $11.7M
25 Kastel Capital Advisors, LLC 2.61% 103,347 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Etfs Gold Tr (SGOL)

What does the Smart Money Trend signal show for SGOL?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SGOL?

More sellers than buyers — 47% buying: Last quarter: 228 funds reduced or exited vs 199 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SGOL holders?

Strong quality — 30% AUM from major funds: 23 of 485 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGOL?

49% of holders stayed for 2+ years: 240 out of 485 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Etfs Gold Tr (SGOL) following the 2026 Q1 hedge fund 13F filings?

As of today, SGOL has moved -4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), SGOL has gained -7.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →